In the dynamic and ever-changing world of finance, the role of an Investment Service Consultant has never been more crucial. Allan Gray, a forefront investment management firm, recognizes this demand and is keen to invite recent graduates to join their team.

This opportunity is not just a job; it’s a gateway to a career that promises continuous growth, extensive learning, and the chance to make significant contributions to the investment sector. For those with a zeal for impacting the financial landscape positively and a readiness to absorb knowledge, embarking on a career as an Investment Service Consultant in the Retail Client Services department at Allan Gray could be the perfect kickoff point.

Investment Service Consultant Vacancy Overview

  • Job Title: Investment Service Consultant
  • Department: Retail Client Services
  • Requisition ID: 8031
  • Location: Cape Town, South Africa
  • Closing Date: 31 March 2024

Job Summary

Why Allan Gray? Because at Allan Gray, your career is an unending journey of discovery, learning, and growth. Here, you’ll find yourself among intellectuals and visionaries, where your work is not just a job but a meaningful contribution to a legacy of long-term investing. With a culture that values diversity and supports your well-being, Allan Gray is not just a workplace but a space where you can genuinely thrive.

Purpose of the Role

The heart of Allan Gray’s excellence lies in its Client Service Centre, where the Investment Service Consultant plays a pivotal role. Your mission? To instill trust and confidence in our clients and independent financial advisers through exemplary service. By deepening your understanding of our product range and honing your communication skills, you’ll guide our clients through their investment journey, empowering them to make informed decisions.

Job Responsibilities

  • Provide top-notch service across various channels including inbound calls, emails, face-to-face interactions, and webchat.
  • Build trust by articulating Allan Gray’s investment philosophy.
  • Empower clients with knowledge, enabling them to make informed investment choices.
  • Ensure meticulous record-keeping and transaction ownership from start to finish.
  • Drive continuous improvement by identifying and solving client issues.

Skills and Competencies

  • A performance-driven mindset and a thirst for challenges.
  • Resilience, growth mindset, adaptability, and agility.
  • Empathy and a client-focused approach.
  • Excellent verbal and written communication skills.
  • Analytical thinking, attention to detail, and problem-solving skills.
  • A passion for service excellence and building meaningful client relationships.


  • Bachelor’s degree in Commerce or Business Science with a major in Finance, Investments, Economics, Mathematics, or Statistics.

How to Apply

Embarking on your journey as an Investment Service Consultant at Allan Gray is a straightforward process designed to connect us with passionate individuals ready to make a difference in the financial landscape. Here’s a step-by-step guide to get you started on this exciting career path:

Step 1: Prepare Your Application

Compile your application, ensuring you include a detailed CV that showcases your educational background, any work experience, and skills that align with the role of an Investment Service Consultant. Don’t forget to highlight your passion for finance and your eagerness to learn and grow within the industry.

Step 2: Submit Your Application Online

Visit the Allan Gray careers portal and locate the Investment Service Consultant | Retail Client Services (Requisition ID 8031) position. Use the “Apply” button to start your application process. You will be prompted to create an account or log in if you already have one. This will allow you to upload your CV and any other required documents.

Step 3: Complete Any Required Assessments

Depending on the role’s requirements, you may be invited to complete online assessments. These are designed to evaluate your suitability for the role based on your skills and potential for growth. Ensure you are in a quiet environment and allocate enough time to complete these assessments without interruptions.

Step 4: Interview Process

If your application and assessments meet our criteria, you will be contacted for an interview. This may consist of one or more interviews, including HR screening, technical interviews, and meetings with senior team members. Prepare to discuss your qualifications, your interest in investment services, and how you can contribute to Allan Gray’s mission.

This opportunity at Allan Gray is more than a job—it’s a journey into the heart of investment management, offering growth, challenges, and the chance to make a real difference.

Ready to start your journey? Apply today and shape your future in the exciting world of finance and investments.